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Geri Shatz

Geri Shatz

Geri Shatz wanted to do something important through Jewish National Fund for the land of Israel, but, "there was a real limit to how much more I could give each year." The answer: Geri bought a $100,000 life insurance policy and named JNF as the owner. Here's how it works: She purchased a life insurance policy with a face value of $100,000 and named JNF as owner and irrevocable beneficiary. To fund the policy, Geri writes a check to JNF in the amount of $1,000 each year. JNF, in turn, pays the premium to the insurance company. This will allow her to preserve her tax deduction. Upon her demise, JNF will receive the $100,000, and establish an endowment in her name whose purpose is to permanently fund her Sapphire gift. "I will continue to make a major gift to the annual campaign of JNF, and now will be a Sapphire member eternally, which is so meaningful," she said. "This is a great way to have your commitment continue even when you can no longer make a gift, and it does not affect the inheritance you leave for your family. You can set this up now, when the cost is manageable, and, just as I have, you've locked in a gift in perpetuity to a cause that is close to your heart.


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